See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,896 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40,688 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PARKWAY · AUSTIN, TX 78735 | Advisory (Plan) | $35,000 |
PANAGIOTU PENSION ADVISORS, INC.2 years Filed as: PANAGIOTU PENSION ADVISORS LLC. Service code 13 7350 CIRQUE DRIVE W SUITE 201 · UNIVERSITY PLACE, WA 98467 | Contract Administrator | $20,968 |
BERNTSON PORTER & COMPANY PLLC2 years Service code 10 11100 NE 8TH ST SUITE 400 · BELLEVUE, WA 98004 | Accounting | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,535 | $51,447+31.3% | $104,607-35.4% | $73,409-8.0% |
| Participation rate | 72.4% | 68.2%+4.2pp | 74.1%-1.7pp | 72.2%+0.2pp |
| Annual return | 22.19% | 25.06%-2.9pp | 340.46%-318.3pp | 59.29%-37.1pp |
| Employer contribution / active EE | $2,566 | $1,441+78.1% | $2,681-4.3% | $2,234+14.9% |
| Participant deferral / active EE | $5,575 | $3,058+82.3% | $3,740+49.1% | $3,805+46.5% |
| Admin fee / account holder | $335 | $122+174.8% | $6,473-94.8% | $158+112.3% |